DFEV Institutional Ownership & Shareholders
DIMENSIONAL EMERGING MARKETS (DFEV) is currently held by 291 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.50B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jones Financial Companies Lllp is currently the largest disclosed institutional shareholder of DFEV tracked by InsiderSet, reporting ownership valued at approximately $120.58M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $113.90M, representing an estimated loss of -5.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 38% of the total disclosed DFEV value among the investors covered in this analysis. Major shareholders include Jones Financial Companies Lllp, Asset Dedication, Llc, Ritholtz Wealth Management, and several other long-term asset managers with concentrated positions in DIMENSIONAL EMERGING MARKETS (DFEV).
This page ranks the largest institutional DFEV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
291
Total Reported Value
$1.50B
Largest Holder
Jones Financial Companies Lllp
Largest Position
$120.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jones Financial Companies Lllp | 0.05% | 2,878,443 | $120,578,104 | $113,899,990 | -$6,678,114 | -5.54% | |
| Asset Dedication, Llc | 6.54% | 2,494,496 | $105,766,626 | $98,707,207 | -$7,059,419 | -6.67% | |
| Ritholtz Wealth Management | 0.93% | 1,460,337 | $62,308,349 | $57,785,535 | -$4,522,814 | -7.26% | |
| Vise Technologies, Inc. | 0.51% | 1,458,447 | $61,838,132 | $57,710,748 | -$4,127,384 | -6.67% | |
| Savant Capital, Llc | 0.13% | 1,058,000 | $43,932,274 | $41,865,060 | -$2,067,214 | -4.71% | |
| Raymond James Financial Inc | 0.01% | 1,025,227 | $43,743,457 | $40,568,232 | -$3,175,225 | -7.26% | |
| B&D White Capital Company, Llc | 3.34% | 812,678 | $34,457,547 | $32,157,668 | -$2,299,879 | -6.67% | |
| Sensible Money, Llc | 8.49% | 778,155 | $32,993,777 | $30,791,593 | -$2,202,184 | -6.67% | |
| Beacon Pointe Advisors, Llc | 0.15% | 751,387 | $32,059,501 | $29,732,384 | -$2,327,117 | -7.26% | |
| Fmr Llc | 0.00% | 701,652 | $29,937,476 | $27,764,370 | -$2,173,106 | -7.26% | |
| Exencial Wealth Advisors, Llc | 0.93% | 832,153 | $29,774,450 | $32,928,294 | +$3,153,844 | +10.59% | |
| True Wealth Design, Llc | 6.91% | 694,070 | $29,428,561 | $27,464,350 | -$1,964,211 | -6.67% | |
| Marquette Asset Management, Llc | 3.73% | 670,713 | $28,438,232 | $26,540,113 | -$1,898,119 | -6.67% | |
| Family Investment Center, Inc. | 4.32% | 618,208 | $26,212,000 | $24,462,491 | -$1,749,509 | -6.67% | |
| Janney Montgomery Scott Llc | 0.05% | 590,477 | $25,194,000 | $23,365,175 | -$1,828,825 | -7.26% | |
| Northavenue Llc | 16.20% | 541,622 | $22,964,759 | $21,431,983 | -$1,532,776 | -6.67% | |
| Cambridge Financial Group, Llc | 6.81% | 505,917 | $21,586,015 | $20,019,136 | -$1,566,879 | -7.26% | |
| Index Fund Advisors, Inc. | 0.85% | 501,178 | $21,383,823 | $19,831,613 | -$1,552,210 | -7.26% | |
| Evanson Asset Management, Llc | 1.12% | 585,452 | $20,947,478 | $23,166,336 | +$2,218,858 | +10.59% | |
| Alesco Advisors, Llc, An Esl Co | 0.46% | 467,149 | $19,931,896 | $18,485,086 | -$1,446,810 | -7.26% | |
| Strata Wealth Advisors, Llc | 4.64% | 466,305 | $19,771,334 | $18,451,689 | -$1,319,645 | -6.67% | |
| Eagle Wealth Strategies Llc | 7.48% | 464,151 | $19,680,010 | $18,366,455 | -$1,313,555 | -6.67% | |
| Penserra Capital Management Llc | 0.13% | 411,618 | $17,562,000 | $16,287,724 | -$1,274,276 | -7.26% | |
| Royal Bank Of Canada | 0.00% | 370,885 | $15,824,000 | $14,675,919 | -$1,148,081 | -7.26% | |
| Bank Of America Corp | 0.00% | 347,527 | $14,827,935 | $13,751,643 | -$1,076,292 | -7.26% | |
| Ep Wealth Advisors, Llc | 0.06% | 341,314 | $14,562,879 | $13,505,795 | -$1,057,084 | -7.26% | |
| Graves Light Lenhart Wealth, Inc. | 1.32% | 332,966 | $14,117,744 | $13,175,465 | -$942,279 | -6.67% | |
| Guardian Wealth Management, Llc | 3.72% | 310,078 | $13,147,327 | $12,269,786 | -$877,541 | -6.67% | |
| Opes Wealth Management Llc | 2.02% | 329,925 | $11,804,705 | $13,055,132 | +$1,250,427 | +10.59% | |
| Jane Street Group, Llc | 0.01% | 273,436 | $11,666,721 | $10,819,863 | -$846,858 | -7.26% | |
| Financial Architects, Llc | 5.69% | 262,320 | $11,122,368 | $10,380,002 | -$742,366 | -6.67% | |
| Spwm Advisors Llc | 10.14% | 274,653 | $10,977,891 | $10,868,019 | -$109,872 | -1.00% | |
| Blume Capital Management, Inc. | 1.63% | 258,297 | $10,951,793 | $10,220,812 | -$730,981 | -6.67% | |
| Betterment Llc | 0.02% | 236,809 | $10,105,000 | $9,370,532 | -$734,468 | -7.27% | |
| Natixis Advisors, Llc | 0.01% | 234,966 | $10,025,000 | $9,297,605 | -$727,395 | -7.26% | |
| Cerity Partners Llc | 0.01% | 229,792 | $9,804,548 | $9,092,869 | -$711,679 | -7.26% | |
| Vestmark Advisory Solutions, Inc. | 0.09% | 228,087 | $9,731,814 | $9,025,403 | -$706,411 | -7.26% | |
| Freedom Investment Management, Inc. | 2.71% | 227,828 | $9,720,749 | $9,015,154 | -$705,595 | -7.26% | |
| Von Borstel & Associates, Inc. | 1.96% | 223,617 | $9,541,000 | $8,848,525 | -$692,475 | -7.26% | |
| Sax Wealth Advisors, Llc | 0.27% | 219,411 | $9,303,029 | $8,682,093 | -$620,936 | -6.67% | |
| Vestia Personal Wealth Advisors | 3.42% | 213,148 | $9,037,618 | $8,434,266 | -$603,352 | -6.68% | |
| Mills Wealth Advisors Llc | 2.84% | 211,575 | $8,970,790 | $8,372,023 | -$598,767 | -6.67% | |
| Cordant, Inc. | 3.21% | 208,986 | $8,916,812 | $8,269,576 | -$647,236 | -7.26% | |
| Apella Capital, Llc | 0.11% | 199,877 | $8,552,719 | $7,909,133 | -$643,586 | -7.52% | |
| Tortoise Investment Management, Llc | 0.64% | 199,815 | $8,525,527 | $7,906,680 | -$618,847 | -7.26% | |
| Dinuzzo Private Wealth, Inc. | 0.82% | 193,811 | $8,217,585 | $7,669,101 | -$548,484 | -6.67% | |
| Truist Financial Corp | 0.01% | 191,512 | $8,120,125 | $7,578,130 | -$541,995 | -6.67% | |
| Envestnet Asset Management Inc | 0.00% | 187,074 | $7,981,900 | $7,402,518 | -$579,382 | -7.26% | |
| Waverly Advisors, Llc | 0.04% | 178,657 | $7,622,770 | $7,069,457 | -$553,313 | -7.26% | |
| Mercer Global Advisors Inc | 0.01% | 176,860 | $7,546,079 | $6,998,350 | -$547,729 | -7.26% |
Frequently asked questions about DFEV
Who are the largest institutional holders of DFEV?
The largest institutional holders of DFEV reported in the latest SEC Form 13F filings include Jones Financial Companies Lllp, Asset Dedication, Llc, Ritholtz Wealth Management, Vise Technologies, Inc., and Savant Capital, Llc. InsiderSet ranks institutional holders by their latest reported DFEV position.
What is DFEV institutional ownership?
This page tracks DFEV positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL EMERGING MARKETS (DFEV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFEV?
InsiderSet currently tracks 291 institutional managers reporting DFEV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFEV shareholders.
How much DFEV stock do institutions own?
Institutional investment managers disclosed approximately $1.50B in DFEV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFEV institutional ownership last updated?
The latest DFEV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFEV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFEV position after the reporting date.
Are institutions buying or selling DFEV?
Institutional buying and selling can be analyzed by comparing DFEV positions across consecutive 13F reporting periods. InsiderSet's DFEV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFEV ownership changes.
How has DFEV institutional ownership changed over time?
InsiderSet tracks DFEV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.